Squivr | Relationship Intelligence, Account Plans, Org Chart, Relationship Map

Great partnership and collaboration

We were starting to roll out a sales strategy that would allow a growing sales team to quickly access an account plan, build relationship maps and present an easy UI and Squivr did that. Our former partner, was limited in flexibility and needed to find a tool that would be user-friendly and intuitive. We like working with partners that will always grow with us and collaborate, and JP and James are those partners. Squivr is constantly rolling out new features and collecting our feedback. As we continue to define our business requirements, I believe Squivr will continue to be a flexible and patient partner.

Org charts made easy

Squivr makes org charts effortless, whether you’re mapping customer relationships or visualising internal team structures. With support for any custom object as well, if your implementation could benefit from a hierarchy-like visualisation with drag and drop functionality and even colour coding, then look no further.

Outstanding customer support and ease of use

Squivr’s customer support and ease of use really stand out. Squivr gives us the ability to visualize stakeholders and tie 30/60/90 plans directly to Salesforce activities has significantly improved visibility and strengthened coaching. I would recommend this app to others.

Bringing Clarity to Complex Customer Organizations

As a Customer Success Director, I’m constantly working through complex customer org structures. Squivr’s org charts and stakeholder groups bring helpful clarity to that complexity. The visual structure makes it easier to understand reporting lines, ownership, and influence across teams, while stakeholder groups help align the right people around each initiative. It’s an intuitive, powerful way to keep everyone on the same page as organizations grow and change.

SQUIVR Leads with Experience & Expertise

We engaged with JP & Squivr in a consulting capacity and were impressed by the extensive knowledge, experience & practical GTM strategy insights they provided. They have the experience & expertise to help organize & elevate your business . They are also very easy and fun to work with— sometimes overlooked qualities but essential for repeat business!

Game-Changing Org Charts, Intuitive Visualizations Makes Relationship Management Easy

Intuitive UI: The clean interface makes updating Salesforce data seamless and frictionless, leading to instant team adoption. Powerful Visualizations: ArcSite and ArcGroups offer incredible visualizations of account relationships, allowing us to focus on key stakeholders and save massive amounts of time. Actionable Insights: The Action Plan, Playbook, and Whitespace Analysis features provide the clear reporting we need to manage deals effectively and spot new opportunities. Flexible & Secure: It works with any Salesforce object, and all our data remains securely within our own environment. If you want to close more deals, get Squivr. Highly recommended!

Great product!

Love the org chart visualizations baked right into Salesforce and love how intuitive the drag and drop UI is. Saved us tons of times and helped us identify gaps in our deals early on.

Useful Org Chart - Easy to navigate

Very useful to have clear visuals of Org Charts and be able to drag and drop to relevant positions. The parking lot feature is great to find gaps and understand where we need to better understand clients / prospects. Would recommend.

Well-loved org chart view and functionality across the Sales team!

Easy to implement, with support on hand from JP and James. Our Sales team, find the tool easy to use, the drag and drop functionality, along with parking lot is a huge benefit and is enabling the team to understand where the gaps are to go deeper and grow accounts.

a superb org chart add on

This function is super useful, and has helped me to organise my accounts with much more at a glance clarity and structure. Squivr’s customer support is fantastic as is the ease of use of the platform. I would certainly recommend this app to others.